【港股通】小米集团(01810)盘中跌超4% SU7超预期订单带来交付压力

金吾财讯04-19

金吾财讯 | 小米集团(01810)盘中震荡下跌，截至发稿，跌4.64%，报15.62港元，成交额10.59亿元。

根据官网数据，小米SU7标准版交付时间约为28-31周，SU7 Pro版本交付时间为27-30周，SU7 Max版本交付时间为29-32周。花旗集团报告指出，目前SU7的待交付时间已经延长至6个月，如果不能有效提升产能以满足市场需求，小米可能会面临与去年小鹏G6类似的增长问题。

报告指，预计4月份小米SU7的交付量将达到5000至6000辆，全年的交付量预计将在5.5万至7万台之间。据花旗预测，小米在2024年每售出一部SU7汽车，平均将亏损6800元，整个造车业务预计将亏损高达41亿元。这一数据反映小米在初入汽车市场时面临的财务压力。

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